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Intake & Client Onboarding Specialist

Remote, USA Full-time Posted 2026-06-07

### Job summary We are hiring a reliable and detail-oriented Intake & Client Onboarding Specialist to handle incoming leads, complete client intakes, and manage scheduling. This role requires strong communication skills, quick thinking, and the ability to work independently in a fast-paced environment. Min Qualification: Diploma Experience Level: Entry level Experience Length: 2 years Working Hours: Evening/Night Shift ### Job descriptions & requirements

  • *Responsibilities:
  • Respond promptly to new leads via phone, text, and email
  • Conduct intake calls and accurately gather client information
  • Schedule appointments and send timely confirmations
  • Follow up on missed calls, no-shows, and incomplete intakes
  • Maintain accurate and up-to-date records in CRM systems
  • Deliver a smooth, professional onboarding experience for all clients
  • *Requirements:
  • Clear and fluent English communication (US or British standard)
  • Strong phone presence with excellent clarity and articulation
  • Ability to think independently and communicate without reliance on scripts
  • Reliable internet connection and a quiet, professional work environment
  • Strong attention to detail and organizational skills
  • Comfortable handling frequent calls and daily client interactions
  • *Compensation:
  • Competitive hourly pay, based on experience
  • Performance-based growth and advancement opportunities
  • *Work Schedule: 45 hours per week. Availability required during US business hours
  • *Important Note:** This is a call-based role. Candidates must be confident and easily understood on phone calls. If spoken English clarity is a challenge, this position may not be the right fit.

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